Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q3 2023
Institutional positions in Xcel Energy Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 928
- −21 vs. Q2 2023
- Shares held
- 429.7M
- +5.96M (+1.4%) vs. Q2 2023
- Total value
- $24.6B
- −$1.72B (−6.5%) vs. Q2 2023
- New holders
- 90
- 364 more added
- Sold out
- 111
- 302 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Capital LLC | 15,473 | $885.4K | 0.01% | +15,473 | New |
| Cerity Partners LLC | 15,002 | $864.9K | 0.00% | −14,379−48.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 14,943 | $855.0K | 0.08% | +636+4.4% | Added |
| Buckingham Strategic Wealth, LLC | 14,925 | $854.0K | 0.01% | +231+1.6% | Added |
| Coldstream Capital Management Inc | 14,492 | $829.2K | 0.03% | +5,578+62.6% | Added |
| Trexquant Investment LP | 14,436 | $826.0K | 0.02% | −48,868−77.2% | Reduced |
| Tiaa Trust, National Association | 14,436 | $826.0K | 0.00% | +14,436 | New |
| NovaPoint Capital, LLC | 14,309 | $818.8K | 0.33% | +515+3.7% | Added |
| Tradition Wealth Management, LLC | 14,302 | $818.0K | 0.10% | +2,561+21.8% | Added |
| Bell Bank | 14,264 | $816.2K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,240 | $814.8K | 0.10% | −40−0.3% | Reduced |
| Simplex Trading, LLC | 13,844 | $792.0K | 0.03% | −14,624−51.4% | Reduced |
| Greenleaf Trust | 13,702 | $784.0K | 0.01% | +1,217+9.7% | Added |
| KLCM Advisors, Inc. | 13,502 | $772.6K | 0.15% | +1,652+13.9% | Added |
| Toews Corp | 13,500 | $772.5K | 0.47% | +13,500 | New |
| Kingsview Wealth Management, LLC | 13,461 | $770.2K | 0.03% | +7,421+122.9% | Added |
| Advocate Group LLC | 13,453 | $769.8K | 0.18% | −1,569−10.4% | Reduced |
| Avantax Advisory Services, Inc. | 13,091 | $749.1K | 0.01% | −1,997−13.2% | Reduced |
| Ballentine Partners, LLC | 12,963 | $741.7K | 0.02% | +4,917+61.1% | Added |
| TD Private Client Wealth LLC | 12,831 | $734.2K | 0.03% | +8,142+173.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,756 | $729.9K | 0.06% | −30−0.2% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $729.6K | 0.58% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,542 | $717.6K | 0.04% | −400−3.1% | Reduced |
| Pallas Capital Advisors LLC | 12,138 | $713.0K | 0.04% | +12,138 | New |
| Integrated Wealth Concepts LLC | 12,341 | $706.2K | 0.01% | +1,188+10.7% | Added |
| HB Wealth Management, LLC | 12,185 | $697.2K | 0.01% | +3,488+40.1% | Added |
| Great Valley Advisor Group, Inc. | 12,168 | $696.0K | 0.03% | −444−3.5% | Reduced |
| Amarillo National Bank | 12,160 | $695.8K | 0.15% | −1,245−9.3% | Reduced |
| GeoWealth Management, LLC | 12,123 | $694.0K | 0.08% | +12,123 | New |
| Glenmede Trust Co NA | 11,986 | $685.8K | 0.00% | −3,903−24.6% | Reduced |
| Carlson Capital Management | 11,861 | $678.7K | 0.04% | −1,055−8.2% | Reduced |
| Cahill Financial Advisors Inc | 11,829 | $676.8K | 0.11% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 11,674 | $668.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 11,662 | $667.4K | 0.38% | −483−4.0% | Reduced |
| Advisors Management Group Inc | 11,610 | $664.0K | 0.20% | +11+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,529 | $660.0K | 0.03% | +475+4.3% | Added |
| Essex Financial Services, Inc. | 11,491 | $657.5K | 0.08% | +11,491 | New |
| Chronos Wealth Management, LLC | 11,491 | $657.5K | 0.46% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,429 | $654.0K | 0.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $650.9K | 0.08% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $650.4K | 0.15% | 00.0% | Unchanged |
| Coastline Trust Co | 11,365 | $650.3K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 11,329 | $648.2K | 0.03% | −1,157−9.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,210 | $641.4K | 0.11% | +11,210 | New |
| Numerai GP LLC | 11,198 | $640.8K | 0.21% | +11,198 | New |
| Kenfarb & Co. | 11,195 | $640.6K | 0.59% | −150−1.3% | Reduced |
| Signaturefd, LLC | 11,158 | $638.5K | 0.02% | +3,634+48.3% | Added |
| Thompson Investment Management, Inc. | 10,899 | $623.6K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 10,858 | $621.3K | 0.01% | +1,441+15.3% | Added |
| Two Sigma Securities, LLC | 10,760 | $615.7K | 0.03% | +10,760 | New |
| Fiduciary Trust Co | 10,517 | $601.8K | 0.01% | −813−7.2% | Reduced |
| Bailard, Inc. | 10,510 | $601.4K | 0.02% | +10,510 | New |
| Mosaic Family Wealth Partners, LLC | 10,479 | $599.6K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,457 | $598.4K | 0.02% | +1,882+21.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,442 | $597.5K | 0.04% | +274+2.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 10,428 | $596.7K | 0.24% | +10,421+148,871.4% | Added |
| Global Retirement Partners, LLC | 10,487 | $593.9K | 0.03% | −2,490−19.2% | Reduced |
| Foundations Investment Advisors, LLC | 10,290 | $588.8K | 0.02% | +176+1.7% | Added |
| Cetera Advisors LLC | 10,285 | $588.5K | 0.01% | +1,279+14.2% | Added |
| Old Port Advisors | 10,153 | $581.0K | 0.21% | +10,153 | New |
| First National Bank & Trust Co of Newtown | 10,092 | $577.5K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10,087 | $577.2K | 0.02% | +527+5.5% | Added |
| Wetherby Asset Management Inc | 10,066 | $576.0K | 0.03% | +3,281+48.4% | Added |
| National Asset Management, Inc. | 9,909 | $572.1K | 0.02% | +125+1.3% | Added |
| Investment Management Corp of Ontario | 9,950 | $569.3K | 0.02% | +3,014+43.5% | Added |
| Burns Matteson Capital Management, LLC | 9,934 | $568.4K | 0.36% | +9,934 | New |
| Lido Advisors, LLC | 9,905 | $566.7K | 0.01% | +1,903+23.8% | Added |
| First Hawaiian Bank | 9,893 | $566.1K | 0.02% | +121+1.2% | Added |
| American State Bank (Iowa) | 9,854 | $563.8K | 0.40% | −66−0.7% | Reduced |
| International Assets Investment Management, LLC | 29,515 | $563.5K | 0.08% | +2,430+9.0% | Added |
| Atria Wealth Solutions, Inc. | 9,835 | $562.8K | 0.01% | +1,052+12.0% | Added |
| Prospera Financial Services Inc | 9,786 | $560.1K | 0.02% | +586+6.4% | Added |
| Everence Capital Management Inc | 9,744 | $558.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,636 | $551.4K | 0.01% | −176−1.8% | Reduced |
| Savant Capital, LLC | 9,569 | $547.5K | 0.01% | −668−6.5% | Reduced |
| Qtron Investments LLC | 9,412 | $538.6K | 0.10% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,310 | $532.7K | 0.19% | +808+9.5% | Added |
| SC&H Financial Advisors, Inc. | 9,221 | $527.6K | 0.18% | −240−2.5% | Reduced |
| Advisory Services Network, LLC | 9,190 | $525.8K | 0.01% | +100+1.1% | Added |
| Moors & Cabot, Inc. | 9,185 | $525.6K | 0.04% | +298+3.4% | Added |
| FineMark National Bank & Trust | 9,141 | $523.0K | 0.02% | +320+3.6% | Added |
| Brown Advisory Inc | 9,015 | $515.8K | 0.00% | −984−9.8% | Reduced |
| STF Management LP | 9,005 | $515.3K | 0.27% | +5,532+159.3% | Added |
| Wellington Management Group LLP | 9,000 | $515.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 8,912 | $510.0K | 0.02% | +1,061+13.5% | Added |
| Versor Investments LP | 8,889 | $508.6K | 0.10% | +8,889 | New |
| Argent Trust Co | 8,832 | $505.4K | 0.03% | +810+10.1% | Added |
| Moody National Bank Trust Division | 8,792 | $503.1K | 0.03% | −671−7.1% | Reduced |
| Carret Asset Management, LLC | 8,789 | $502.9K | 0.07% | −100−1.1% | Reduced |
| Bank of Hawaii | 8,734 | $499.8K | 0.03% | +5,000+133.9% | Added |
| Synovus Financial Corp | 8,700 | $497.8K | 0.01% | +4,500+107.1% | Added |
| Wambolt & Associates, LLC | 9,032 | $497.0K | 0.18% | −816−8.3% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $496.2K | 0.21% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8,615 | $493.0K | 0.05% | −121−1.4% | Reduced |
| ICA Group Wealth Management, LLC | 8,613 | $492.8K | 0.14% | +14+0.2% | Added |
| Bigelow Investment Advisors, LLC | 8,535 | $488.4K | 0.28% | −80−0.9% | Reduced |
| Central Trust Co | 8,491 | $485.9K | 0.01% | −20−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 7,788 | $484.2K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,412 | $481.5K | 0.04% | +150+1.8% | Added |
| Aviva PLC | 8,354 | $478.0K | 0.00% | 00.0% | Unchanged |